Replies to post #6285 on Rim Semiconductor Company (fka RSMI)

[excel]

Austin. I don't agree. NV's track record?

New investors won't be thinking of the past with these numbers as they will be done under real world conditions, for telcos/equipment manufactures who have given NV an idea of what they need to be more successful in providing their services.

It won't be a matter of what they might produce.

They will have produced it.

When carrier trials start I was told that will be a non-event to NV as the tests they do before hand will leave them with no doubt the results of the carrier trials.

So based on that imo the performance numbers will be as real as real gets.

Also new investors I would think are smart enough to know that Ketch and Cooper are not responsible for the past.

Excel

Thankfulness is the soil in which joy thrives.

[spokeshave]

austin01: I tend to disagree...

In spokeshave's perfect world, here is what would happen:

1) I would be king (but, I would be a good king)

2) NVEI completes field tests and releases great performance specs. The market reacts with about a 50% gain. There is, however, still some skepticism since there is no independent verification of the specs.

3) NVEI releases the name of the Telco/supplier for prototype testing. The market reacts with another 50% gain. Skepticism about performance still remains, but there is more credibility.

4) The Telco/supplier independently verifies the performance of the product under field conditions. The market reacts with very high volume and enough of a gain to qualify NVEI for NASDAQ SC listing.

At this point, the market recognizes that NVEI has a demonstrated technology that is economically viable. The market is forward-looking, and will consider the potential revenue from this technology accordingly. This will probably be the most inflationary period. I expect (in my perfect world) an increase of a few hundred percent even though a volume product may still be 6 months away.

However, the very most important part of this whole picture is that I am king.

[porscha]

austin - your point is a valid one and quite frankly i think there are a lot of people that would tend to agree with you.

just taking the past two days of the overall market movements tells us that reporting numbers are now what is driving the market.

alot of what happens to the share price of NVEI in the near future will depend on exactly what types of products they announce and how potential customers and the media reacts to them.

if i'm reading correctly into what NVEI has been communicating to us recently the speed and distance numbers they release will be the ones they are going to incorporate into their first business product.

if that is correct, NVEI could very well bring a first product out that just slightly surpasses the performance that is currently available. or they could be planning on bringing out a product that has speed and distance numbers that far surpasses anything that is now out there. i have a feeling that any price increase in the stock of NVEI will be directly related to how far they surpass current speed and distance numbers.

so that brings us to their basic marketing strategy. say for instance NVEI tests their tech and they find out they can send 26mbs of information over a 12,000 foot distance. and for this example let's say that their potential customer base is telling them that right now all they really need is 12mbs over 6000 feet. does NVEI just give them a first product that meets their needs right now knowing full well they have the capability to sell them better performing products waiting in the wings for future upgrades? or do they give them all they have knowing they have to do more research and development for their next product upgrade?

in this example almost any marketing person would tell you to give the client only what he is asking for saving upgrades for later as the demand arises and thus increasing revenues down the road as they release incremental upgrades into the market.

the upside to this is NVEI will be able to generate alot more revenues via upgrades for a technology they know they don't have to do alot of future r and d on. thus freeing up research and development time and money to explore more applications.

now on the flip side of this example NVEI may want to make a big splash into the semi-conductor market and release their first product as one that completely blows current speed and distance numbers out of the water. by doing this they certainly are sacrificing future upgrade revenues but they will also probably be bringing more interest to their company and therefore their stock.

so the basic questions still remain. can NVEI indeed come out with a product that works? if they can how far will it surpass current technologies and how will the investing community react to it?